Grow

Investment Management

  • Ongoing

  • 1% of the assets that we manage for you. No minimums.

  • People comfortable with DIY financial planning but want someone else to handle the investing piece.

Develop

Life Event Planning

  • Short-term, usually 2-4 weeks.

  • Fixed fee, $800 - $2,800 depending on complexity, agreed on by both parties before engagement begins.

  • Young families that need someone to point their boat in the right direction but aren’t ready to fully commit to a financial planning relationship.

Enjoy

Total Wealth Management

  • Ongoing

  • 1% of all investable assets (cash, retirement, brokerage, etc.)

    $3,000 minimum fee if investable assets are <$300,000

  • Families who have a lot going on and are ready to partner with a pro who can take on the stress of balancing investing for the future and enjoying life today.